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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 8182 MARYLAND AVE., 6TH FLOOR · ST. LOUIS, MO 63105 | Advisory (Plan) | $93,953 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $37,809 |
COMERICA BANK1+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $19,073 |
LITTLER MENDELSON, P.C.1+ years Service code 29 · EIN 94-2602731 1100 SUPERIOR AVENUE EAST, 20TH FLO · CLEVELAND, OH 44114 | Legal | $15,193 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -1.97% | -1.56%-0.4pp | -3.43%+1.5pp | 2.81%-4.8pp |
| Employer contribution / active EE | $25,976 | $14,048+84.9% | $25,607+1.4% | $16,358+58.8% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |